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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,428 | $72,177-13.5% | $115,038-45.7% | $59,633+4.7% |
| Participation rate | 17.9% | 72.6%-54.6pp | 81.4%-63.4pp | 68.7%-50.7pp |
| Annual return | -2.05% | 12.02%-14.1pp | 26.14%-28.2pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $641 | $2,841-77.4% | $4,608-86.1% | $2,203-70.9% |
| Participant deferral / active EE | $1,123 | $4,783-76.5% | $6,026-81.4% | $3,192-64.8% |
| Admin fee / account holder | $1,490 | $4,927-69.8% | $8,175-81.8% | $4,297-65.3% |